Bradley Wealth Llc
- Regulatory AUM
- $197M
- Discretionary
- $197M
- Clients
- 204
- Avg AUM / client
- $964K
- Accounts
- 1,006
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 152 | $47.5M | 24.1% |
| High net worth individuals | 52 | $149M | 75.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Vern Bradley | Member/Manager/Chief Compliance Officer | Apr 2003 (23y) | 75% or more | |
| Alexander M Cohen | Member | CFP | Jan 2023 (4y) | Less than 5% |
| Brandon Michael Scott | Member | Jan 2023 (4y) | Less than 5% | |
| Charlie Larson | Registered representative | Feb 2026 (0y) | ||
| Adrian Christopher Schultz | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 943 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Shareholders Service Group, Inc. $192M (82% of AUM) Jan 2025
- Truist Financial Corp $137M (69% of AUM) Mar 2026
- Altruist Financial $137M (69% of AUM) Mar 2026
- Pershing $61.6M (31% of AUM) Mar 2026
- Vantage Retirement Plans, Llc $12.9M (9% of AUM) Aug 2021
- Mtg, Llc $4.7M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗